David Wertheim

About David Wertheim

Results-driven Client Portfolio Manager with a proven track record of overseeing between…

Experience

1. Client Portfolio Manager Real Estate, Infrastructure, Real Assets

   Invesco Us

   Mar 2018 — Present · NY, US

   Client portfolio manager for over $16 billion in listed real assets strategies. Collaborative, team player with ability to develop and maintain client relationships. Primary focus on real estate securities portfolios and secondary focus on infrastructure portfolios. Supported large and diverse client base spanning institutional and wealth channels across global markets including the US, Canada, UK, Germany, Japan, and Korea.• Communicated the platform’s investment process, philosophy, positioning, performance and outlook to current clients, prospects, and internal stakeholders.• Partnered with a diverse pool of internal stakeholders to execute platform’s business plan including distribution, client services, marketing, investments and product development.• Assisted in the creation of collateral for various portfolios including strategy presentations, investment brochures, sales ideas, and white papers.• Developed finals materials and prepared investment teams for meetings with prospects.• Co-created and co-developed products for new client investment strategies including public non-listed REITS, broader liquid real assets completion strategies and enhanced index offerings.• Worked with clients across a broad array of investment vehicles including separate accounts, subadvisory, commingled trusts, mutual funds, offshore funds, actively managed ETFs, and public non-listed REITS.• Helped manage relationships across a wide spectrum of institutional client types including US corporate pension funds, US public pension funds, offshore institutional accounts and subadvisory.• Engaged in retail relationships across broker dealers, independent broker dealers and RIAs at both the home office level as well as with individual wealth advisors.• Direct report to the founder and chief investment officers of the listed real assets platform. Managed two additional senior client portfolio managers.• Proficient in Bloomberg, FactSet, Morningstar Direct and Zephyr.

Education

• The George Washington University School of Business

  BBA

  1994 — 1998

• Universität Innsbruck

  International Economics

  1996 — 1996